Tata Quant Fund vs Quant ESG Equity Fund Regular compare

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Tata Quant Fund-Regular Plan-Growth

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Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Fund	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹66 Cr	₹288 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	27 Jan 2020	05 Nov 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 200	NIFTY 100 ESG TRI
Turn Over	349.61%	%
Expense Ratio	2.4	2.42
Manager	Sailesh Jain	Sanjeev Sharma
ISIN Code	INF277K016Y9	INF966L01AB8
Exits Load	Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	-	-0.33%
6 Month	-	6.76%
1 Year	-	-7.64%
3 Year	-	15.29%
5 Year	-	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	-	0.14%
1 Year	-	5.19%
3 Year	-	11.28%
5 Year	-	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	15.61%	20.52%
3 Year	13.32%	24.56%
5 Year	12.95%	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	14.21%	18.756%
Sharp	0.361%	0.643%
Beta	-	1.112%
Alpha	-	6.426%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Name	Sailesh Jain	Sanjeev Sharma
Total AUM	₹17041 Cr	₹39731 Cr
Funds Managed	7	22
	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	6.08	34.03
Large Cap	50.12	58.94
Mid Cap	43.8	4.36
Small Cap	-	2.66

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	6.08	16.19
Industrials	4.37	-
Financial Services	30.79	20.83
Basic Materials	16.68	-
Consumer Cyclical	4.12	12.76
Technology	18.74	9.78
Utilities	6.66	14.59
Energy	0.8	3.48
Healthcare	7.47	4.36
Communication Services	4.29	-
Real Estate	-	8.9
Consumer Defensive	-	9.09